Latest Institutional Transactions on Dimensional ETF Tr Short Durat (DFSD)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.1KNew |
$1.39M - $1.41M
|
29.1K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
34.8K+ 54.5% |
$1.67M - $1.69M
|
98.7K
$4.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
124KNew |
$5.93M - $6M
|
124K
$5.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-284- 5.85% |
$13.6K - $13.8K
|
4.57K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.9K+ 16.01% |
$807K - $817K
|
122K
$5.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-129K- 26.84% |
$6.17M - $6.24M
|
351K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.72K+ 1.39% |
$369K - $374K
|
562K
$27.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.99K+ 5.95% |
$478K - $484K
|
178K
$8.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-470- 0.81% |
$22.5K - $22.8K
|
57.7K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$8.54M - $8.64M
|
178K
$8.6M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
57.7KNew |
$2.76M - $2.8M
|
57.7K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 4.26% |
$86.1K - $87.2K
|
44.1K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.07K+ 8.45% |
$434K - $439K
|
116K
$5.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
606K+ 17.86% |
$29M - $29.4M
|
4M
$193M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.73K+ 2.0% |
$274K - $277K
|
292K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 26.54% |
$588K - $595K
|
58.6K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.78K+ 4.39% |
$229K - $232K
|
114K
$5.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
9.81K+ 2.12% |
$469K - $475K
|
473K
$22.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-8.48K- 11.77% |
$406K - $411K
|
63.6K
$3.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 4.12% |
$528K - $535K
|
279K
$13.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
32.5K+ 43.83% |
$1.56M - $1.57M
|
107K
$5.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 58.88% |
$915K - $926K
|
51.6K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.39K+ 23.49% |
$449K - $455K
|
49.3K
$2.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 1.28% |
$95K - $96.2K
|
157K
$7.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-80- 0.93% |
$3.83K - $3.87K
|
8.49K
$409K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-1.32K- 4.55% |
$63K - $63.8K
|
27.6K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30.9K+ 21.97% |
$1.48M - $1.49M
|
171K
$8.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.62K- 2.42% |
$173K - $175K
|
146K
$7.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34K+ 5.87% |
$1.63M - $1.65M
|
614K
$29.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
36.6K+ 10.33% |
$1.75M - $1.77M
|
391K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 6.52% |
$207K - $210K
|
62.1K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
85+ 1.43% |
$4.07K - $4.12K
|
6.01K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
21.7K+ 31.65% |
$1.04M - $1.05M
|
90.3K
$4.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.6K+ 4.78% |
$653K - $661K
|
299K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$481K - $487K
|
10.1K
$485K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
15.9K+ 68.62% |
$762K - $771K
|
39.1K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11K+ 10.65% |
$525K - $531K
|
114K
$5.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 0.59% |
$1.53K - $1.55K
|
5.43K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.5K+ 8.93% |
$1.32M - $1.33M
|
335K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
657+ 1.47% |
$31.4K - $31.8K
|
45.3K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
88.1K+ 978.23% |
$4.21M - $4.26M
|
97.1K
$4.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
25.7K+ 6.77% |
$1.23M - $1.24M
|
405K
$19.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
438+ 8.83% |
$21K - $21.2K
|
5.4K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18K+ 22.24% |
$344K - $348K
|
39.5K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
245+ 5.19% |
$11.7K - $11.9K
|
4.96K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
25.9K+ 2.24% |
$1.24M - $1.25M
|
1.18M
$57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 20.27% |
$2.06M - $2.08M
|
255K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50K+ 2.63% |
$2.39M - $2.42M
|
1.95M
$93.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
169K+ 13.62% |
$8.1M - $8.2M
|
1.41M
$68M
|
|